David Carter

[David Carter @dkcarter25]

@British_Airways I have an issue with my daughters flight and we travel Sunday. To solve, you direct me to contact you and when I do, the phone line states too busy and ends the call. How am I expected to fix the issue?!

[cms wealth @CmsWealth]

What is lifetime cashflow forecasting? 🤔

Get insights here: https://t.co/7xUwwrS9bj to make more confident choices.

#CashflowForecasting #FinancialConfidence #InvestmentGrowth

[cms wealth @CmsWealth]

Chancellor Rachel Reeves unveiled the 2024 Autumn Budget today, focusing on stability and renewal. Despite a pledge not to raise Income Tax or VAT, a £40 billion tax increase is on the table.

👉 Read more: https://t.co/SPqaMzCvI6 #Budget2024 #FinancialPlanning

[cms wealth @CmsWealth]

🚨 Important updates coming in the Budget on October 30. Changes to tax rates and thresholds could impact your financial plan.

If you’d like to discuss the implications for you afterwards, please get in touch 📲

#cmswealth #budget2024

[cms wealth @CmsWealth]

Inflation may be stabilizing, but it still affects your long-term financial plan. Even at 2%, rising prices can impact savings & retirement.

Plan ahead to:
✅ Build a buffer for inflation
✅ Grow wealth to stay ahead
✅ Review your plan regularly

Want to learn more? Contact us.

[cms wealth @CmsWealth]

September 2024 saw market volatility as signs point to a potential recession in the US and other developed nations. 📉
Curious about what else is affecting your investments?https://t.co/YWdzZRc7Td #MarketTrends #InvestmentInsights #investmentmarketupdate

[cms wealth @CmsWealth]

Passing on income or pension wealth might help your partner, but do they have the confidence to manage it if you usually handle finances? Taking charge may feel overwhelming for them & they may miss opportunities. Get in touch with us for more.🌿 #FinancialPlanning

[cms wealth @CmsWealth]

Finding the balance between enjoying life now & planning for the future can be tricky. Financial planning is about creating confidence to enjoy the present while securing the future.🌟 Regular reviews keep your goals on track & evolving! #Finance #LifeGoals

[cms wealth @CmsWealth]

#GoodMoneyWeek 2024 is from 30 Sept to 6 Oct! 🌍💸 It's the perfect time to reflect on how our financial decisions impact the environment and society, and how we can align our finances with our values. #financialplanning #SustainableFinance

[cms wealth @CmsWealth]

Exciting news! 🎉 CMS Wealth has acquired Hayward Manning, a respected financial advisory firm. This key milestone strengthens our commitment to delivering personalised financial planning services. Stay tuned for more updates as we continue to grow! #CMSWealth #FinancialPlanning

[cms wealth @CmsWealth]

What is estate planning and why is it important? 🏠 It’s about organizing your affairs to ensure your wishes are honoured, providing peace of mind, and potentially reducing taxes. Do you have one in place? #EstatePlanning #FinancialPlanning #PeaceOfMind

[cms wealth @CmsWealth]

Fear of missing out (FOMO) can lead to riskier investment decisions. Maintaining your composure is a crucial investment skill. #Investing #FOMO #RiskManagement

[cms wealth @CmsWealth]

Retirement planning involves big decisions, and ensuring long-term security for your partner adds complexity. There are steps to take with your pension to ensure your partner remains financially secure if you pass away first. #RetirementPlanning #FinancialSecurity

[cms wealth @CmsWealth]

Deciding how to access your pension is crucial, especially with a partner. Ensure their financial security by involving them in decisions now and working with a financial planner to boost their confidence. #FinancialPlanning #PensionSecurity #RetirementPlanning

[cms wealth @CmsWealth]

Did you see our recent news in @FTAdviser…?

[cms wealth @CmsWealth]

Traditionally, people passed on wealth via a will. But you might consider gifting assets during your lifetime to create a living legacy. Each option has pros and cons to consider. 🤔
Contact us to discuss what's right for you and your loved ones. #EstatePlanning #FinancialAdvice

[cms wealth @CmsWealth]

Discover the benefits of a tailored financial plan for achieving your goals, from early retirement to world travel. Learn how a financial planner can help you make aligned decisions. ✨
More info: https://t.co/1CHp0fL1OJ
#FinancialPlanning #WealthManagement

[cms wealth @CmsWealth]

After a decisive victory in the 2024 general election, here’s what a Labour government under Keir Starmer could mean for your finances:

https://t.co/SJkXVFJB4C If you have any questions, please get in touch.

#UKPolitics #FinancialUpdate

[David Carter @dkcarter25]

@alanpayne81 @CraigHope_DM @MailSport Same in all other industries so I’m not sure why football wants to be different 🤷🏽‍♂️

[David Carter @dkcarter25]

@alanpayne81 @ErlingRoIe 🥱